Cascades Capital Asset Management’s Truist Financial TFC Stock Holding History

Cascades Capital Asset Management’s Portfolio TFC Stock Details TFC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$274K	Buy	5,966 +31	+0.5%	+$1.53K	0.12%	111
2025 Q4	$292K	Buy	5,935 +34	+0.6%	+$1.57K	0.12%	107
2025 Q3	$270K	Sell	5,901 -67	-1%	-$3.02K	0.12%	106
2025 Q2	$257K	Buy	5,968 +39	+0.7%	+$1.53K	0.13%	92
2025 Q1	$244K	Buy	5,929 +1,245	+27%	+$55.5K	0.13%	101
2024 Q4	$203K	Buy	+4,684	New	+$209K	0.11%	106

Other funds holding TFC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Cascades Capital Asset Management's TFC Position: Q1 2026 in Review

Cascades Capital Asset Management increased its Truist Financial (TFC) stake by 0.52% in Q1 2026, buying an estimated $1.53K and bringing the position to 5,966 shares worth $274K. The position accounts for 0.12% of the portfolio, ranked #111.

Cascades Capital Asset Management first reported a position in TFC in Q4 2024 and has held it in 6 quarters since. The position peaked at $292K in Q4 2025. 1,641 funds tracked by Wall St. Rank hold TFC as of Q1 2026.

Cascades Capital Asset Management held 5,966 shares of Truist Financial worth $274K as of Q1 2026.
Cascades Capital Asset Management bought 31 Truist Financial shares in Q1 2026, an estimated $1.53K.
Truist Financial made up 0.12% of Cascades Capital Asset Management's portfolio in Q1 2026, its #111 holding.
Cascades Capital Asset Management first reported a position in Truist Financial in Q4 2024 and has held it in 6 quarters since.
Cascades Capital Asset Management's Truist Financial position peaked at $292K in Q4 2025.
1,641 funds tracked by Wall St. Rank held Truist Financial as of Q1 2026.

Based on Cascades Capital Asset Management's 13F filing for Q1 2026, filed 15 May 2026.